Guru Ownership Trend
Guru Analysis for Shell plc (SHEL)
Shell plc (SHEL), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.97 B.
Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.
Institutional sentiment is currently Bullish. This is evidenced by a $15.05 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Private Capital reduced exposure by 66.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.69% | Add 1.6% | 26,809,946 | $1.92 B | Q3 2025 | |
| 1.41% | Reduce -0.7% | 6,369,862 | $455.64 M | Q3 2025 | |
| 0.78% | Reduce -8.0% | 3,370,332 | $241.08 M | Q3 2025 | |
| 0.31% | Reduce -14.1% | 1,119,305 | $80.06 M | Q3 2025 | |
| 0.10% | Add 18.7% | 1,025,694 | $73.37 M | Q3 2025 | |
| 0.09% | Add 9.9% | 668,344 | $47.81 M | Q3 2025 | |
| 0.19% | Reduce -5.2% | 210,156 | $15.23 M | Q3 2025 | |
| 0.01% | New Buy | 116,722 | $8.35 M | Q3 2025 | |
| 0.02% | Reduce -19.7% | 101,018 | $7.23 M | Q3 2025 | |
| 0.05% | 70,000 | $5.01 M | Q3 2025 | ||
| 0.00% | Add 36.7% | 65,879 | $4.71 M | Q3 2025 | |
| 0.16% | Add 1.9% | 16,451 | $1.18 M | Q3 2025 | |
| 0.01% | Add 0.4% | 10,637 | $760,865 | Q3 2025 | |
| 0.01% | 7,504 | $536,761 | Q3 2025 | ||
| 0.00% | Add 13.6% | 6,843 | $489,480 | Q3 2025 | |
| 0.02% | Reduce -66.7% | 3,500 | $250,355 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Shell plc (SHEL)
Major holders include Ken Fisher ($1.92 B), HOTCHKIS & WILEY ($455.64 M), Richard Pzena ($241.08 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 39.97 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.05 M, with 8 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited SHEL. The total reported sell value was $40.32 M.
Yes, 1 managers opened new positions in SHEL, and 7 increased their existing holdings. The total reported buy value was $55.37 M.